What the business is
Shadow runs a cloud computing service best known for cloud gaming, plus a cloud storage offering built on Nextcloud, from France.
How it started
Genymobile, a French startup more than a decade old, specialized in low-level Android development and built a popular emulator letting developers test apps across configurations and scenarios.
What happened
Genymotion expanded from desktop subscriptions to a hosted version and cloud-platform deployments, letting CircleCI or GitHub Actions trigger automated tests on every build; Shadow launched a business service renting high-performance Windows Server VMs with GPUs to gaming studios, 3D animation companies and other GPU-hungry industries.
How it ended up
On 2023-01-20 Shadow announced its first acquisition, buying Genymobile for undisclosed terms. Co-founder and CTO Arnaud Dupuis takes over as Genymobile's CEO from March 1; incumbent CEO Tim Danford steps back to an advisor role.
What has to be true
It is a related diversification: the acquisition adds a second machine type — Android devices — to a cloud business built on Windows gaming VMs.
It extends Shadow's B2B push, which began with the recent business cloud service, into developer tooling.
Buying Genymobile imports a decade of low-level Android expertise instead of rebuilding it from scratch.
What can be applied
The machines a company already runs can serve a second, steadier market: gaming PCs became GPU cloud, and now Android devices in the cloud for developers.
Aftermath
As of 2023-01-20 the deal is announced with terms undisclosed; Genymobile's leadership transition takes effect March 1, and Shadow plans to offer Android virtual devices in the cloud alongside its Windows Server business VMs.
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The sources
- Shadow acquires Android emulation startup Genymobile techcrunch.com